|Search Results||Showing 1 - 10 of 28 results for "AdviserLogic"|
|... investment horizon. Earlier this month, Monrningstar announced its acquisition of financial planning software company AdviserLogic, as it looked to expand its adviser offering .|
|The research house is set to acquire AdviserLogic as it looks to add financial planning software to its adviser offering. Morningstar has entered a definitive agreement to acquire AdviserLogic for undisclosed terms, with the transaction expected to ...|
|... good. HUB24 sits in second at 43%, with Asgard eWRAP, CFS First Choice and BT Panorama rounding out the top five. AdviserLogic ranked as the top planning software for the fourth year in-a-row, ahead of XPLAN and Midwinter. Peker said planners were looking ...|
|... showed XPLAN blitzed 29 of 34 categories. Other than XPLAN, the majority of financial planners use COIN, AdviceOS, or AdviserLogic as their main advice delivery applications. CCUBE Integrated Wealth, Advice Intelligence, and Plutosoft are recent additions ...|
|AdviserLogic clients are now available to use Simple Fund 360, after the software provider integrated with the BGL platform. The SMSF software provider added in a release that AdviserLogic used the free BGL application programming interface (API) to ...|
|... canvassed in the survey said netwealth is the platform of choice based on satisfaction, followed by CFS FirstChoice. AdviserLogic leads in planning software satisfaction for the third year running. Aside from the traditional face-to-face client review ...|
|... the newly-created role of head of adviser experience is Marnie Page, formerly a national key accounts manager at AdviserLogic. Page brings 25 years' experience in financial services and will oversee the adviser experience from beginning to end; ensuring ...|
|Financial advisers using AdviserLogic's CRM system will now be able to assess a client's risk tolerance score following a partnership with global service provider FinaMetrica. The risk tolerance solutions provider has integrated its 25 and short 12 ...|
|... to software satisfaction, XPLAN remains dominant with 54% of planners using it as their primary software, though AdviserLogic secured the top spot for overall satisfaction for the second successive year. It also placed first across the majority of service ...|
|An independent advice dealer group is the latest to partner with AdviserLogic, now using its PayLogic software. Advisers licensed through InterPrac Financial Planning will now have access to the revenue management software, expanding AdviserLogic's ...|
The executive manager of operations at a $17 billion industry superannuation fund resigned recently, with a replacement yet to be appointed.
Clime Investment Management has partnered with Sequoia to launch a new fund that aims to provide a yearly income of 8%.
A three-day trial has been scheduled for the landmark case brought against Rest by member Mark McVeigh.
A retail superannuation fund has dropped the investment fees on three options by 10 bps to 19 bps, with its chair saying the cuts will help it be more competitive.
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